Purchases and Sales Made in Q1 2024 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q1 2024. The information is specifically focused on institutions that hold shares of MARKEL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5- 2.75% |
$6.98K - $7.64K
|
177
$294K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5- 0.25% |
$6.98K - $7.64K
|
2.01K
$3.33M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 46.15% |
$8.37K - $9.16K
|
7
$11.6K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6- 3.05% |
$8.37K - $9.16K
|
191
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6- 1.46% |
$8.37K - $9.16K
|
405
$672K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7- 2.68% |
$9.77K - $10.7K
|
254
$422K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 3.7% |
$9.77K - $10.7K
|
182
$302K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-8- 0.68% |
$11.2K - $12.2K
|
1.17K
$1.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 42.11% |
$11.2K - $12.2K
|
11
$18.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8- 5.59% |
$11.2K - $12.2K
|
135
$224K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8- 5.48% |
$11.2K - $12.2K
|
138
$229K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10- 5.92% |
$14K - $15.3K
|
159
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-10- 5.24% |
$14K - $15.3K
|
181
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-11- 3.87% |
$15.3K - $16.8K
|
273
$453K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-11- 0.53% |
$15.3K - $16.8K
|
2.08K
$3.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-11- 2.54% |
$15.3K - $16.8K
|
422
$701K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-11- 2.71% |
$15.3K - $16.8K
|
395
$656K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12- 3.08% |
$16.7K - $18.3K
|
377
$626K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13- 4.76% |
$18.1K - $19.9K
|
260
$432K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-14- 4.68% |
$19.5K - $21.4K
|
285
$473K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-15- 0.53% |
$20.9K - $22.9K
|
2.83K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-15- 1.84% |
$20.9K - $22.9K
|
801
$1.33M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15- 0.41% |
$20.9K - $22.9K
|
3.63K
$6.03M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15- 2.33% |
$20.9K - $22.9K
|
628
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 4.13% |
$22.3K - $24.4K
|
371
$616K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-16- 6.48% |
$22.3K - $24.4K
|
231
$383K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-17- 9.24% |
$23.7K - $26K
|
167
$277K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-18- 4.23% |
$25.1K - $27.5K
|
408
$677K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-18- 5.03% |
$25.1K - $27.5K
|
340
$564K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-19- 3.76% |
$26.5K - $29K
|
486
$807K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-19- 8.48% |
$26.5K - $29K
|
205
$340K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-20- 3.78% |
$27.9K - $30.5K
|
509
$845K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-20- 5.04% |
$27.9K - $30.5K
|
377
$626K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-20- 6.41% |
$27.9K - $30.5K
|
292
$485K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-21- 0.71% |
$29.3K - $32.1K
|
2.92K
$4.85M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21- 8.24% |
$29.3K - $32.1K
|
234
$388K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-22- 1.2% |
$30.7K - $33.6K
|
1.82K
$3.02M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-23- 9.47% |
$32.1K - $35.1K
|
220
$365K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24- 3.95% |
$33.5K - $36.7K
|
583
$968K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-24- 6.98% |
$33.5K - $36.7K
|
320
$531K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 14.71% |
$34.9K - $38.2K
|
145
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-25- 1.87% |
$34.9K - $38.2K
|
1.32K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-26- 9.59% |
$36.3K - $39.7K
|
245
$407K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-26- 3.5% |
$36.3K - $39.7K
|
717
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-26- 1.84% |
$36.3K - $39.7K
|
1.39K
$2.3M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-29- 17.26% |
$40.5K - $44.3K
|
139
$231K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-30- 0.84% |
$41.9K - $45.8K
|
3.56K
$5.91M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-34- 0.68% |
$47.4K - $51.9K
|
4.96K
$8.24M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-36- 0.11% |
$50.2K - $55K
|
31.4K
$52M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-40- 5.73% |
$55.8K - $61.1K
|
658
$1.09M
|